The Active ETF Advantage: Unlocking Growth in a Shifting Investment Landscape
Active ETF assets under management have grown tenfold since 2019, reaching over $1 trillion by May 2025. This surge is not just a headline; it’s a signal of deeper changes in investor behavior, advisor preferences, and product strategy.
Windows into Wealth Management, Q2 2025: RIAs drive active ETF adoption
ETFs were either the most popular vehicle or were tied for the most popular across intermediary channels in the 2024 survey. That figure, however, soars among RIAs; 81% of advisors in the channel stated that ETFs were their preferred vehicle.
Crypto’s Power Players: The 2025 Fund Landscape Revealed
MarketPulse gives our clients the ability to track these shifts in near real-time—helping them understand where capital is moving, which strategies are gaining traction, and how they can position themselves in a fast-changing market.
Why Fund-of-Funds Managers Are Increasingly Embracing Passive Bond Funds
Passive mutual funds remain consistently popular, accounting for 30.2% of fixed-income allocations – a figure that has held steady.
Simfund Total Market Highlights Q4 2024
Managed vehicles experienced net inflows of $950.4 billion in Q4 2024, according to MarketPulse powered by Simfund Total Market.
Windows into DC, Q1 2025: Alternative managers hope to enter the DC market
Incorporating alternatives into other strategies, such as target-date funds, may well prove crucial to overcoming the scrutiny they would face as standalone options.
529 Day 2025: Top Trends in 529
Hosted by Paul Curley, CFA, Executive Director of 529 & ABLE Solutions at ISS Market Intelligence, this webinar provided a 2Q 2025 update on 529 plans.
Launches and Liquidations Q1 2025: Mutual Funds vs. ETFs
In this dynamic landscape, an impressive total of 195 new funds were introduced in just the first three months—a figure that more than doubles the 94 new funds recorded in the same period last year, Q1 2024 .
New Research: U.S. Advisors tell us how they are responding to volatility
As investors seek help and reassurance from their advisors, intermediary advisors look to their employers and asset manager partners for further help stabilizing both portfolios and client behavior.
Fixed Income and Money Market Funds Lead April Market Sell-Off
After the announcement of widespread tariffs, investors reacted sharply. Weekly data, however, displayed less of a flight to safety and more a search for liquidity. Investors redeemed most heavily from their fixed income and money market holdings.